This independent Financial Planning boutique provides complex and tailored advice to High Net Worth clients. Their North Sydney based team is made up of successful Financial Advisors and the company has its own employee benefit program for their staff. In this role, you will be working alongside Advisors as well as Client Service and Administration.
You will assist the advisor by developing detailed and accurate Statement of Advice and will actively participate to the strategy implementation. You will be a point of contact for clients and will also have the opportunity to work on related projects within the organisation. This unique role will suit an experienced Paraplanner looking to get exposure to HNW clients, as well as highly strategic comprehensive advice.
You will have your ADFP and a degree. CFP will also be highly regarded. You will have a minimum of 3 years experience working as Paraplanner and will have excellent technical and compliance knowledge.
You will have outstanding communication skills and strong attention to details. The right person will be rewarded with a very attractive salary package, great career development and the opportunity to work in a collaborative and fun environment. The company also provides employees with a unique Corporate Benefit Program that includes a wide range of incentives.
To apply online, please click on the appropriate link. Alternatively, please contact Jeremy O'Connor at Jeremy.OConnorrandstad.
com.au or call (02) 8298 3808. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all.
We actively encourage applications from any background..